Meet the Team
Blue Rose Capital Advisors is managed by independent advisory professionals with more than 170 years of combined experience in public finance, with a particular focus on higher education institutions. We commit a minimum of two members of our team to every client, to provide consistent and accessible service.
Leadership Team
B.J. "Johan" Rosenberg
Chairman and General Partner Tril Fund LLP
Erik Kelly
President
Ann Bolin
Director of Accounting & Administration
James McNulty
Managing Director
Team Members
John Elliott
Assistant Vice President &
Chief Compliance Officer
Brandon Lippold
Vice President
Diane Miller
Business Assistant
Benjamin Pietrek
Analyst
Megan Roth
Marketing Manager
Scott Talcott
Senior Vice President
Georgina Walleshauser
Vice President
Maxwell Wilkinson
Vice President